The agent is responsible for building accurate quotes for auto, home, and umbrella policies across various carriers. They must also handle policy servicing, including endorsements, renewals, and cancellations while maintaining precise documentation.
We are seeking a motivated and detail-oriented US Citizen Licensed Insurance Agent to join our team. The ideal candidate will have experience in quoting and policy servicing, with a strong understanding of insurance products (Commercial and personal lines) and customer service best practices. Experience working with clients in Texas, California, Florida, New York, or Utah is preferred but not required.
Key Responsibilities:
1. Quoting
Build complete and correct quotes (Auto, Home, Umbrella) across carriers
Ensure coverage, limits, and deductibles align with client needs and prior policies
Navigate carrier systems efficiently and produce quotes within expected timeframes
2. Policy Servicing
Process endorsements, renewals, cancellations, and rewrites correctly
Maintain complete and accurate documentation in the system
Identify and flag any coverage gaps or inconsistencies
Requirements
U.S. Citizen (Mandatory)
Active US Insurance License (required)
1 year of experience in the insurance industry
Proven knowledge of commercial and personal lines
Experience working with policies in Texas, California, Florida, New York, or Utah (preferred, not mandatory)
Knowledge of quoting processes and policy servicing
Strong communication and interpersonal skills
Excellent attention to detail and organizational skills
Ability to multitask and work in a fast-paced environment
Proficiency with CRM systems and Microsoft Office tools
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